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Our Professionals


Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.

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About Us/Our Mission


Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.

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What is Financial Planning?


Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.

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It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.

Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator will help determine whether you should invest funds or pay down debt.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Tax Management Strategies

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There are some smart strategies that may help you pursue your investment objectives

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When do you need a will? The answer is easy: Right Now.

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You’ve made investments your whole life. Work with us to help make the most of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Saving for College 101

Here’s a crash course on saving for college.

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